David Uberti

Nvidia's future commitments to suppliers more than doubled from a quarter ago, to $279 billion, primarily driven by the race to secure memory. The company projects $92 billion in such spending for the rest of its current fiscal year, $87 billion next year, and $88 billion the following year.

Here's a snapshot of Nvidia's growing financial heft across the AI industry: The chipmaker on Wednesday reported equity investments of $99 billion as of July 26, as well as $25 billion more of equity investment commitments.

Blowout second-quarter results sent Nvidia’s shares surging 8.7%, their steepest one-day jump since April 2025, adding $442 billion to the company’s market value. That trails only a $450 billion one-day gain by Microsoft in July as the largest such jump ever.

The chip maker’s shares posted their steepest climb in a year, boosting U.S. stock indexes.

Concerns about the profitability of artificial-intelligence ventures, convoluted debt deals underpinning data centers, and the future of chip demand

In a more hawkish speech than many expected, Federal Reserve Chairman Kevin Warsh ticked off a series of healthy indicators for the economy: high profits, steady consumer spending, tight credit spreads and more. "In my view, credit and loan markets are showing few signs of policy restraint," Warsh

Oil prices are catapulting higher thanks to renewed escalation across the Middle East, pushing Brent crude futures to roughly $105 a barrel and pressuring stock

Stocks rose and bonds steadied after Friday’s warm CPI report took ‘a lot of the guesswork’ out of next week’s Fed decision.

Sometimes, all Wall Street wants is clarity. Even when it comes with the pain of higher interest rates.

The intensifying run-up in diesel prices pushed futures to fresh records Monday and helped propel the 10-year yield to rise above 5% for the first time since 2023. Average U.S. retail prices for diesel--key to shipping, farming and other backbones of the U.S. economy--already reached a record $6.23